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CB

Christian J. Barr

EFINANCIAL ALLIANCE
FRANKLIN, TN 37067
Some features on this profile are disabled
CRD#: 7887323
CB

Professional summary

Christian Joseph Barr, who also goes by Christian Barr, is a registered financial advisor currently at EFINANCIAL ALLIANCE, LLC located in Franklin, Tennessee.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christian has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christian Barr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Joseph Barr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 10, 2026 - Present

EFINANCIAL ALLIANCE, LLC

Office #1: 840 Crescent Centre Dr. Suite 600, Franklin, TN 37067
RIA
CRD#: 161352
FRANKLIN, TN
Past

November 16, 2024 - February 1, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NASHVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EFINANCIAL ALLIANCE, LLC
EFINANCIAL ALLIANCE, LLC
ANDERSON, MITCHELL K. | EFINANCIAL ALLIANCE, LLC

CRD#: 161352 / SEC#: 801-127547

RIA
Registered Investment Advisory firm - (4/4/2023 Approved)
Tennessee
Registered Investment Advisory firm - (4/19/2024 Terminated)
Texas
Registered Investment Advisory firm - (4/18/2024 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/27/2024
Securities Industry Essentials Examination

Current Firm

EFINANCIAL ALLIANCE, LLC
EFINANCIAL ALLIANCE, LLC
ANDERSON, MITCHELL K. | EFINANCIAL ALLIANCE, LLC

CRD#: 161352 / SEC#: 801-127547

RIA
Registered Investment Advisory firm - (4/4/2023 Approved)
Tennessee
Registered Investment Advisory firm - (4/19/2024 Terminated)
Texas
Registered Investment Advisory firm - (4/18/2024 Terminated)
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Contact information

Main Address
106 Mission Court Ste 703, Franklin, TN 37067
Mailing Address
Phone number
(615) 224-8534
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EFINANCIAL ALLIANCE, LLC ADV PART 2A/PART 2BS (2/7/2025)

Regulatory assets under management

Total Number of Accounts707
AUM (Assets Under Management)$ 225,764,268

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EFINANCIAL ALLIANCE, LLC

EFINANCIAL ALLIANCE, LLC

CRD#: 161352Franklin, TN 37067

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